Dynamic Advisor Solutions’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Dynamic Advisor Solutions’s Portfolio PVAL Stock Details PVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.86M	Buy	54,258 +4,264	+9%	+$227K	0.08%	242
2026 Q2	$2.55M	Buy	49,994 +3,507	+8%	+$174K	0.07%	274
2026 Q1	$2.16M	Buy	46,487 +9,181	+25%	+$434K	0.07%	295
2025 Q4	$1.7M	Buy	37,306 +5,941	+19%	+$261K	0.05%	330
2025 Q3	$1.34M	Buy	31,365 +2,012	+7%	+$83.3K	0.04%	405
2025 Q2	$1.18M	Buy	29,353 +1,748	+6%	+$65.9K	0.04%	406
2025 Q1	$1.05M	Buy	27,605 +4,023	+17%	+$154K	0.03%	403
2024 Q4	$875K	Buy	23,582 +7,719	+49%	+$297K	0.04%	339
2024 Q3	$602K	Buy	15,863 +7,038	+80%	+$259K	0.02%	572
2024 Q2	$320K	Buy	+8,825	New	+$315K	0.01%	744

Other funds holding PVAL

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Dynamic Advisor Solutions's PVAL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 8.5% in Q3 2026, buying an estimated $227K and bringing the position to 54,258 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #242.

Dynamic Advisor Solutions first reported a position in PVAL in Q2 2024 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Dynamic Advisor Solutions held 54,258 shares of Putnam Focused Large Cap Value ETF worth $2.86M as of Q3 2026.
Dynamic Advisor Solutions bought 4,264 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $227K.
Putnam Focused Large Cap Value ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #242 holding.
Dynamic Advisor Solutions first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.